Why choose Soteria Planning?

You probably already recognise the fact that you need a Will, and when it comes to it, you will have a choice about where to turn to access legal services. In this short article we are going to explain why choosing Soteria Planning is the right way to proceed.

Firstly, Soteria Planning was set up to provide a friendly and affordable estate planning service where customers felt like they were being listened to and where they got proper advice, specific to their circumstances. Soteria Planning founder – Jamie Shepherd set up the business back in 2020 after years working in estate planning. It was his intention to provide a service that he would expect to receive and thus Soteria Planning was born.

For those that don’t know, the name Soteria Planning comes from Soteria – the Greek Goddess of Safety and Preservation and that is exactly what we want our clients to feel – both safe and for their assets to be preserved.

Over the last two years we have seen well over 1500 clients and almost all of them have come from referrals from clients or from the professional partners that we work with. Since launching our business we have attracted professional advisers who are time served and who love the Soteria Planning ethos.

For us, anyone joining the business NEEDS to have a client first mentality and to want to help our clients to protect, preserve and pass on their assets. We are building a brand which is recognised for being affordable and professional.

So far so good, right? It gets better.

It’s easy for us to explain how good we are and to talk about ourselves but it’s better to hear it from clients who have experienced our service first hand. We ask all of our clients to leave us a review and this is one of the ways that others understand just how important keeping clients happy is to our business. We’ve picked 3 reviews here but if you look on Google, Facebook or Trust Pilot you’ll see well over 100 other reviews just like them:

From the outset I found this company to have the following values when dealing with our family’s wills and lasting power of attorney’s requirements.  Trust, professionalism, knowledge of products, patience, advice, procedural requirements and support.

Jamie and Antoinette were friendly people who we found were easy to deal with in this complex situation. We felt at ease with them, especially when asking them questions, where they showed a high degree of patience.

Our preferred method of communication was E-mail and they were quick to respond with their advice and support.  I would recommend their services.” – Mr P. Peek

I have used Jamie for my Will and my Lasting Powers of Attorney.  He is extremely knowledgeable, very easy to understand and really reasonable.  I often recommend him to friends and family and he has even done Wills for some of my clients.  Would not hesitate to recommend.” – A. Goodall-Smith

We had such a brilliant experience using Soteria Planning for our Will writing requirements. Jamie was amazing at explaining the process, and as first time buyers with very little knowledge about Wills, this was so useful. He and his team are friendly and so professional. Everything was clear, easy to follow and great communication, even over Zoom! Couldn’t recommend Soteria enough.” – A. Sherritt

With all of this in mind, you may be looking to book an appointment with Soteria Planning so here are a couple of things you may wish to read and consider first;

  • We (all of our advisers) are members of The Society of Will Writers (SWW) and will have been trained by The College of Will Writing.
  • As members of the SWW we must hold professional indemnity insurance (minimum level of cover is £2.5m) and renew this annually.
  • All of our staff are required to maintain 24 hours of professional training every year and often exceed this.
  • If you’re ever dissatisfied with our service (it’s not happened yet) you’re welcome to advance your complaint to the SWW.
  • When conducting appointments, we do everything we can to ensure you have the best experience possible. This includes sending over a link for you to book an appointment at a time and date that suits you.
  • We provide you with documents that are not only explained to you so that you can understand them, but written in plain English too.

If you have any questions about our service, about how we support clients or about working with Soteria Planning, feel free to get in touch.

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